Investment Planning

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Investment Planning

As one of the oldest and largest investment counselling companies in Canada, the Swiss Equity Fund Investment Advisory Company is the investment arm of the Swiss Equity Fund & Trust AG, Zurich and manages more than $30 billion worth of assets. Our clients will benefit from having dedicated investment consultants and the support of our prestigious investment platform. Our investment policy committee adopts a principle-based approach to ensure that our investment decisions are corresponded with your financial goals

What We Do

The personalized investment plan we develop with you will reflect your ongoing needs and goals.

PERSONALIZED INVESTMENT STRATEGY

We will develop an investment strategy that suits your unique needs and goals, and set expectations based on your acceptable risk level.

EXCLUSIVE INVESTMENT GUIDANCE

Through our world-leading asset managers, we can create a diversified investment portfolio for you, which can anticipates your financial needs and respond to risks and opportunities in a timely manner.

FOCUS ON REACHING YOUR GOALS

By cooperating with a dedicated investment advisor, you will be aware of your financial progress at all times. We will also regularly adjust the strategies according to external conditions and changes in your personal life to ensure that you are always on track to achieve your goals.

Market Analysis

Outlook overview of Swiss Equity Fund Investment Advisory Company

Explore the market analysis of our chief investment strategist to stay updated on the ever-changing economic environment.

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